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Ambienta SGR SpA

PRI reporting framework 2019

You are in Strategy and Governance » ESG issues in asset allocation

資産配分におけるESG問題

SG 13. ESG issues in strategic asset allocation

13.1. 貴社組織がシナリオ分析および/またはモデリングを実施するか記述してください。実施する場合、 シナリオ分析について説明してください(資産クラス別、セクター別、戦略的資産配分等)。

25語以内で説明してください 。 Since 2019 we are implementing carbon footprint analysis and management of all our new portfolio companies. In addition, we publicly disclosed our support for the Task Force on Climate-related Financial Disclosures (TCFD), with the intention to implement a more direct approach towards climate-related risks and opportunities.

13.2. 組織が戦略的な資産配分やセクターまたは地理的な市場間での資産の配分においてESG問題を考慮しているかどうかを記載してください。

以下を行っている

          We consider ESG issues as a risk and opportunity management tool
        

13.3. 補足情報 [任意]

As a private equity investor with governance rights, ESG integration represents the opportunity to manage risk and catch opportunity rather than a strategic allocation tool. Nonetheless environmental issues are naturally included in our investment thesis therefore we can state that they are used in strategic asset allocation


SG 13 CC.

13.4 CC. 貴社組織が気候関連のリスクおよび機会を管理するためにどのようにシナリオ分析を利用しているかについて(分析がどのように解釈されているか、その結果、将来の計画等)、記述してください。

500語以内で自由に記載

We analyse climate-related risks and opportunities using two tools:

 - Within the carbon footprint analysis and management, we define the position of our portfolio companies with respect to carbon emission. From this starting point we implement a carbon strategy.

 - The third step of our ESG In Action programme is called Materiality Analysis. This analysis is made to assess, under the point of view of different stakeholders, the main ESG related business risks and opportunities. Some of the risks analysed are directly related to climate change, such as extreme events and their impact on production facilities. The outcome of the Materiality Analysis is the ESG Action Plan which is implemented during the portfolio company holding period.

13.5 CC. この分析をだれが利用するか記述してください。

13.6 CC. 貴社組織がその投資戦略について、投資期間を超えて、気候関連リスクの影響を評価しているか記述してください。

500語以内で自由に記載してください。

At Ambienta, we consider ESG management as a business risk mitigating tool. We require our portfolio companies to structurally undertake our ESG In Action programme, where we develop both carbon footprint analysis and Materiality Analysis. In addition, we implement ISO certifications to our portfolio companies according to their business needs. All the above is done in order to create a lasting legacy beyond our typical private equity investment period. We create solid companies that can withstand regulatory pressure and remain ahead of the pack in their sustainability mission.

13.7 CC. 一定の範囲の気候シナリオを利用しているか記述してください。

貴社組織が用いる気候シナリオについて記述してください。
提供者
使用するシナリオ
IEA
IEA
IEA
IEA
IEA
IRENA
グリーンピース
持続的発展研究所
ブルームバーグ
IPCC
IPCC
IPCC
IPCC
その他
その他
その他

SG 14. Long term investment risks and opportunity

14.1. 一部の投資リスクと機会は長期トレンドの結果として発生します。貴社では、以下のどの項目について考慮するか明示してください。

14.2. 気候に関するリスクと機会に対応して組織で実施されている活動を選択してください。

低炭素関連および気候変動に強いポートフォリオ、ファンド、戦略または資産クラスに投資されている運用資産(AUM)を明示してください

Total AUM
10億 100万
Currency
Assets in USD
10億 100万

使用された枠組みまたは分類法を明示してください

Our whole investment strategy base its foundation on resource efficiency and pollution control.

具体的に記入してください

          Developed our own proprietary methodology to assess portfolio companies impact in improving environmental impact in terms of Resource Efficiency and Pollution Control Metrics
        

14.3. 次のツールの中から気候関連リスクと機会の管理に組織が用いているものを選択してください。

その他(具体的に記入してください)

          Developed our own proprietary methodology to assess portfolio companies impact in improving environmental impact in terms of Resource Efficiency and Pollution Control Metrics
        

14.4. 排出量リスクの開示を選択した場合、採用している開示方法またはそのフレームワークの中で気候関連のものを挙げてください。

We diclose to clients/beneficiaries more than emission risks. We disclose both company performance on relevant ESG issues through dedicated KPIs (like EFFAS ESG KPIs), including emissions when this is a material aspect for the company (i.e. company operates an heavy industrial operationals footprint). Moreover we have developed a proprietary methodology to assess and quantify the environmental impact of company products and services compared to reasonable technological alternative (i.e. the improved energy efficiency of an electric motor vs the previous generation). This methodology assess the environmental impact using 11 Metrics, 5 for resources efficiency and 6 for pollution control. One of the poluttion control metrics assess the CO2 reduction determined by company's products or services, but the others allow to captuer other pollutants release in air, soil and water or soil and biodiversity deterioration. We quantify this impact in a dedicated report for each portfolio company that we call the Environmental Impact Analysis. 

14.5. 補足情報 [任意]


SG 14 CC.

14.6 CC. 気候に関連するリスクと機会を評価するために使用されるこれらの重要な指標についての詳細を記入してください。

指標の種類
カバレッジ
目的
指標の単位
方法
カーボンフットプリント(スコープ1と2)
          Define GHG emissions for all our portfolio companies acquired by Ambienta III fund.
        
          Tonnes of CO2 equivalent (tCO2e), energy intensity (in gigajoules), and tCO2 per employee.
        
          The GHG reporting is based on the Greenhouse Gas Protocol: A Corporate Accounting and Reporting Standard, co-established by the World Resources Institute (WRI) and the World Business Council for Sustainable Development (WBCSD).
        
ポートフォリオのカーボンフットプリント
          Define GHG emissions for all our portfolio companies acquired by Ambienta III fund.
        
          Tonnes of CO2 equivalent (tCO2e), energy intensity (in gigajoules), and tCO2 per employee.
        
          The GHG reporting is based on the Greenhouse Gas Protocol: A Corporate Accounting and Reporting Standard, co-established by the World Resources Institute (WRI) and the World Business Council for Sustainable Development (WBCSD).
        
総炭素排出量
          Define GHG emissions for all our portfolio companies acquired by Ambienta III fund.
        
          Tonnes of CO2 equivalent (tCO2e), energy intensity (in gigajoules), and tCO2 per employee.
        
          The GHG reporting is based on the Greenhouse Gas Protocol: A Corporate Accounting and Reporting Standard, co-established by the World Resources Institute (WRI) and the World Business Council for Sustainable Development (WBCSD).
        
その他の排出量指標
          Define the environmental impact of our portfolio companies acquired by Ambienta II and Ambienta III funds.
        
          Resource Efficiency Metrics:
1.	Energy Saved: amount of energy consumption avoided/reduced   
2.	Water Saved: amount of water consumption avoided/reduced   
3.	Materials Saved: amount of material consumption avoided/reduced 
4.	Land(fill) Saved: amount of space left untouched and not used for human purposes
5.	Food Saved: amount of food no longer wasted or additionally produced 
Pollution Control Metrics:
6.	CO2 Emissions Reduced: amount of CO2 emissions reduced 
7.	Air Cleaned: volume of air cleaned
8.	Pollutants Avoided: amount of pollutants reduced or not discharged
9.	Water Cleaned: amount of water cleaned
10.	Materials Recycled: amount of materials reused at end of life 
11.	Biodiversity Preserved: amount of species or space protected
        
          Developed a proprietary methodology for Environmental Impact Assessment.
        

14.8 CC. 気候関連のリスクが全体のリスク管理に組み込まれているか記述してください。また、気候関連リスクを特定、評価、管理するために利用されたリスク管理プロセスについて説明してください。

500語以内で自由に記述。

Climate-related risks are integrated into two steps of our ESG In Action programme. First, the ESG due diligence, executed by a verified third party, aims to identify and evaluate liabilities and opportunities that are also related to climate. Examples are non-conformity of machinery, disruption to production due to extreme weather events, and resiliency of energy sources. The ESG due diligence is executed before committing to the investment. Second, portfolio company management and all relevant stakeholders perform a Risk Materiality analysis. This step is related to the identification and prioritization of all ESG business related risks, in order to mitigate or eliminate them through the ESG Action Plan.

In addition, starting in 2019, we perform a carbon footprint analysis and management of all new companies acquired by Ambienta III fund. The analysis is performed after acquisition and its outcomes are integrated into the decision-making process of the Risk Materiality.

 


SG 15. Allocation of assets to environmental and social themed areas

15.1. 貴社にて、特定の環境および社会をテーマとする分野に基づいてファンドに資産を配分したり、ファンドを運用しているかどうかについて明示してください。

15.2. 環境および社会をテーマとする分野に投資された合計運用資産(AUM)の割合を明示してください。

100 %

15.3. 貴社にて投資しているのはどのテーマ別分野かを明示のうえ、AUMに占める当該資産クラスのパーセンテージを記載するとともに、その内容を簡潔に説明してください。

分野

投資している資産クラス

30 % (AUMの)

簡潔な説明および投資尺度

Our fund Rules specify that we can only invest into companies that currently or prospectively concentrate on products or services that improve resource efficiency or pollution control regardless of the underlying sector. This obviously encompasses any renewable energy related product or services, any sustainable transport business, any storage, any water treatment any waste treatment or any other business/sector conventionally grouped under the "Clean Technology" definition. Within our current portfolio (as of end of december 2016) we have indsutrial filters distributors and waterbased coating manufacturer, for example

投資している資産クラス

10 % (AUMの)

簡潔な説明および投資尺度

Alongside previous answer, any products or services that promotes energy or water efficiency within buildings, or promote reduced impact of building construction, maintenance or usage on the environment or human health

投資している資産クラス

0 % (AUMの)

簡潔な説明および投資尺度

Any business promoting usage of forestry resources in a sustainable way.

投資している資産クラス

0 % (AUMの)

簡潔な説明および投資尺度

Any products or services that enable improved yields or reduced environmental impact of agriculture from seeding to harvesting phases.

投資している資産クラス

0 % (AUMの)

簡潔な説明および投資尺度

Ambienta III committed an amount at least equal to the two thirds of the amount drawn down from the Total Commitment of all Investors for the purpose of investments in entities which qualify as micro, small or medium-sized companies as defined in accordance with the Recommendation of the European Commission.

投資している資産クラス

0 % (AUMの)

簡潔な説明および投資尺度

Coherently with our overarching Fund Rules described here above, we can invest into products or services that fulfill our resource efficiency and pollution control within the Healthcare sectors like for example radiation reduction or control systems within nuclear medicine sector.

投資している資産クラス

10 % (AUMの)

簡潔な説明および投資尺度

Water efficiency or Water pollution control are key areas of focus of our mandate since water is a primary resource of this planet. All companies whose product or service aim to optimize water consumption or reduce water pollution fit with our Fund Rules.

          Other Resource Efficiency or Pollution Control
        

投資している資産クラス

50 % (AUMの)

簡潔な説明および投資尺度

Ambienta invests into companies that currently or prospectively concentrate on products or services that improve resource efficiency or pollution control regardless of the underlying sector.

15.4. 含めたい補足情報があれば、添付してください。 [任意] 



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